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True Wealth Design’s Canadian Pacific Kansas City CP Stock Holding History

True Wealth Design’s Portfolio CP Stock Details CP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.98K Buy
76
+6
+9% +$474 ﹤0.01% 1137
2025
Q4 		$5.16K Sell
70
-25
-26% -$1.84K ﹤0.01% 1074
2025
Q3 		$7.08K Buy
95
+62
+188% +$4.74K ﹤0.01% 953
2025
Q2 		$2.62K Buy
33
+6
+22% +$462 ﹤0.01% 1066
2025
Q1 		$1.9K Buy
27
+5
+23% +$380 ﹤0.01% 1028
2024
Q4 		$1.59K Buy
22
+2
+10% +$154 ﹤0.01% 797
2024
Q3 		$1.71K Hold
20
– – ﹤0.01% 833
2024
Q2 		$1.57K Buy
20
+3
+18% +$244 ﹤0.01% 400
2024
Q1 		$1.5K Buy
17
+7
+70% +$588 ﹤0.01% 386
2023
Q4 		$791 Hold
10
– – ﹤0.01% 385
2023
Q3 		$745 Hold
10
– – ﹤0.01% 357
2023
Q2 		$808 Hold
10
– – ﹤0.01% 353
2023
Q1 		$770 Hold
10
– – ﹤0.01% 440
2022
Q4 		$746 Buy
+10
New +$752 ﹤0.01% 376

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return